Jason E. Cohen Email & Phone Number

California, United States

Oakland, California, Us

National investments portfolio governance. Business case review and due diligence. Cost/Benefit, NPV, IRR assessment. Focus on driving process improvement.

Oakland, California, Us

Drive financial performance among wide range of indirect administrative expense functions. Targeted actions lead directly to substantial cost savings and financial performance improvement across entirety of organization through overhead expense reduction and improved process efficiencies.

Oakland, California, Us

Turn data into actionable insights, boil down complex concepts into simple stories, partner with senior leadership to drive operational and financial performance. Lead annual, $90+ billion program-wide budget consolidation process and key analytics to ensure appropriate projections and metric alignment with operating margin forecasts. Help develop strategic, long range financial (economic) plan. Build and retain best-in-class analytics team. Execute profit and loss analysis, both revenue / top line growth and operational efficiency / expense reduction. Identify and assess risks and opportunities for the organization. Presentation of financial data to CFO and other senior level executives. Experienced in leading finance transformation initiatives.Tie operational metrics to financial performance, drive continuous process improvement, manage change to forge culture on this premise. Efforts & analysis lead to substantial cost structure improvement.Nominated for and accepted into Area Finance Officer emersion; currently enrolled. Two-year program teaching foundation of hospital operations finance.Financial oversight & accountability of the Finance Organization (nearly $400M annual expense). Responsible for all customary FP&A duties including but not limited to risk and opportunity identification and assessment, monthly variance reporting and analysis, short-term and long-range financial planning/forecasting, budget planning & analysis, collaborate with CFO direct reports to ensure action plans in place align with financial targets.Direct accountability of national financial planning applications. Lead strategic direction of new systems, improve system development & manage end to end change processes.

Oakland, California, Us

Direct accountability and management of national financial planning applications, including non-physician hospital labor productivity system (PRISM). Lead strategic direction of new planning systems (IBM Cognos TM1) and PRISM (Oracle Hyperion Essbase). Improved system development & end to end change processes. Reorganized team to optimize structure, results and consequent performance and outputs. Streamlined functions and planning processes. Executed updates per senior leadership requirements while guiding all regular maintenance and readiness activities.

Irvine, Ca, Us

Strategy I Finance I Operations I Vendor managementHealthcare focusSub-Track Lead on $55m Enterprise FP&A Transformation program. Business architect for indirect administrative expense allocations engine while implementing National Budget System (IBM TM1).Drove multiple key process improvement initiatives within finance community of nearly $60B/year leading healthcare organization. Improved communication & managed change, positively impacting performance and project results while helping to mitigate risks.

Alameda, California, Us

Direct oversight of 11 delegated entities including 4 medical groups, pharmacy benefit manager, behavioral health manager, vision provider and network of labs, among others. Drove vendor negotiations and process improvements to decrease cost and maintain/improve quality. Governance and quality oversight of all delegated entities.Direct oversight and accountability of all business process outsourcing (BPO) operations for Health Insurance Exchange membership including enrollment, premium billing, provider customer service, claims processing and payment.

Oakland, California, Us

Full ownership and accountability of end to end process for all paper-based member enrollment.Direct oversight and accountability of multiple offshore vendors located in India and 3 internal operations teams performing a variety of data entry enrollment functions.Directly managed team of 6 (3 Supervisors and 3 Vendor Team members). Indirectly managed over 40 internal front-line team members who reported to Supervisors. Third party accountability of performance for over 100 offshore resources. Owned an annual budget of ~$3m. Drove cost reduction while maintaining quality through effectively shifting work offshore. Key directives included performance management, quality improvement, strategic expense reduction & optimization, contract negotiation, process streamlining & improvement.

Oakland, California, Us

>Provide strategic insight for extensive cost reduction>Lead all annual planning and quarterly forecasting processes for $30m Contracted Operations business unit>Executive presentation of financial data>Train, lead & supervise junior staff>KPI creation and analysis

Oakland, California, Us

>Financial Planning & Analysis>Extensive BPO benefit modeling>Contract negotiation support>Risk & Opportunity assessment>Business case development>ROI, NPV analysis & recommendation>Dashboard maintenance & support>Month-end close process

Oakland, California, Us

Developed and implemented forecasting models to predict various call volumes.>Used statistical analysis to assess and build proper forecasting models>Several final models were tested and fully implemented for budget & plan purposes>Presented findings to 50+ people including several senior executives

Oversaw the entire progression of custom textbooks and readers from their inception to post-shipment billing. Managed hundreds of projects worth a total of $2-3+ million in annual revenue.

Master Of Business Administration, Finance, Investment Analysis

Bachelor Of Arts, Economics